Harry offers over 25+ years of experience from the accounting and financial services industries.
He takes great pride in his service commitment and sense of duty to his clients. His Mission is to create trusted relationships with people, to help them attain freedom and peace in their financial lives.
Harry currently holds several designations and certificates:
• Chartered Accountant (CPA, CA)
• Certified Financial Planner (CFP®)
• Canadian Securities Course - Honours (CSC)
• Chartered Investment Manager (CIM)
• Fully Insurance Licensed for Life and Accident & Sickness
• Options Licensed
With his tax and accounting background as a CA, and through his investment management experience as a CFP®, Harry has developed a unique skill-set to create Comprehensive Financial Plans for his clients. He regards the Financial Plan as the cornerstone to the financial success of individuals, families and organizations.
Harry has always enjoyed and benefited from the support of his wife Laine. They are blessed with two wonderful daughters, Emily and Kyra, who are both pursuing University degrees. When he is not at the office or with his family, Harry can be seen golfing, playing ball, curling, gardening, or engaging in a friendly card game.
Insurance products available through 1839767 Alberta Ltd.